Create and manage email templates
Marketing User creates and edits reusable email templates with merge fields and preview.
When this happens: You click New Template from Marketing — Email Templates.
Step by step
- 1
Click New Template.
EasyCRM shows editor: Name (required), Subject (required, supports merge fields), HTML Body (rich text / HTML editor with merge fields), Plain-Text Fallback (auto-generated, editable).
- 2
Enter template name and subject line with merge fields (e.g. Hi {{contact.firstName}}).
- 3
Designs the HTML body using the editor. Inserts merge fields and the mandatory
{{unsubscribeLink}}. - 4
Click Preview.
EasyCRM renders preview with sample data (e.g. First Name = Jane, Company = Acme Corp).
- 5
Click Save.
EasyCRM checks: Subject ≤ 255 chars; HTML body ≤ 100,000 chars;
{{unsubscribeLink}}present. EasyCRM saves the template.
Other paths
Duplicate template
Open an existing template and clicks Save as Copy EasyCRM creates a new template with name [Original Name] (Copy)
Edit template
Open an existing template and edits it. Active drip sequences using this template will use the latest version for future sends. Previously sent emails are not affected.
If something goes wrong
Missing unsubscribe link
If {{unsubscribeLink}} not found in the HTML body. EasyCRM shows: Email templates must include an unsubscribe link ({{unsubscribeLink}}) Save blocked.
Delete template in use
Template is used by an active drip sequence. EasyCRM shows: This template is used by [N] active drip sequences Deletion blocked.
Good to know
- Unsubscribe link is mandatory in all templates.
- Merge fields with null values render as empty string.
- Templates in active use cannot be deleted.